Adviser and broker representative · Diversify Advisory Services, LLC
Steven D. Ahlmer
CRD 4482805 · Sandy, UT
At a glance
Steven D. Ahlmer is an investment adviser representative with Diversify Advisory Services, LLC in Sandy, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2006, about 19 years ago. Steven is also registered as a broker representative.
Current advisory firm
- Diversify Advisory Services, LLCSince January 2024Sandy, UT · $4.6B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Diversify Advisory Services, LLC
- Jason L. CollierSandy · Certified Financial Planner, Chartered Financial Consultant
- Travis L. KellSandy
- Michelle VuksinickSandy
- Urban W. AdamsGillbert
- Zachary D. AhlmerSouth Jordan
- Monica R. AkbarSouth Jordan
- David J. Ali Jr.Lewes
- Jason AndersonSouth Jordan
Every advisor at Diversify Advisory Services, LLC →Diversify Advisory Services, LLC: assets, clients and custodians →Financial advisors in Sandy, UT →Every Diversify Advisory Services, LLC advisor in Sandy →Advisor Moves: who changed firms this week →